Willow Street Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
NLI
U
Willow Street Advisors's DVY Position: Q4 2013 in Review
Willow Street Advisors increased its iShares Select Dividend ETF (DVY) stake by 6.6% in Q4 2013, buying an estimated $35.1K and bringing the position to 8,186 shares worth $584K. The position accounts for 0.33% of the portfolio, ranked #84.
Willow Street Advisors first reported a position in DVY in Q2 2013 and has held it in 3 quarters since. 492 funds tracked by Wall St. Rank hold DVY as of Q4 2013.
- Willow Street Advisors held 8,186 shares of iShares Select Dividend ETF worth $584K as of Q4 2013.
- Willow Street Advisors bought 505 iShares Select Dividend ETF shares in Q4 2013, an estimated $35.1K.
- iShares Select Dividend ETF made up 0.33% of Willow Street Advisors's portfolio in Q4 2013, its #84 holding.
- Willow Street Advisors first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 3 quarters since.
- 492 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2013.
Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.